See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,237 | $80,717-65.0% | $154,803-81.8% | $84,808-66.7% |
| Participation rate | 48.3% | 66.8%-18.5pp | 78.1%-29.8pp | 68.3%-20.0pp |
| Annual return | 16.41% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $824 | $2,761-70.2% | $4,305-80.9% | $2,631-68.7% |
| Participant deferral / active EE | $2,509 | $3,303-24.0% | $5,540-54.7% | $4,212-40.4% |
| Admin fee / account holder | $3,350 | $6,746-50.3% | $14,329-76.6% | $7,344-54.4% |